Moors & Cabot, Inc.
Moors & Cabot, Inc. (CRD# 594) is a financial advisory firm headquartered in Boston, MA. They manage $2,492,384,191 in 4,119 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management2,492MILLION
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Ithaca, NY and has over 22 years of experience in the finance industry.
Victor Berman (CRD# 19738) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 33 years of experience in the finance industry.
Jeffrey Bieling (CRD# 2118074) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 28 years of experience in the finance industry.
Courtney Bridge (CRD# 6982038) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 5 years of experience in the finance industry.
Scott Bundy (CRD# 830453) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 43 years of experience in the finance industry.
James Cesarz (CRD# 2467691) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 29 years of experience in the finance industry.
Phillip Cheney (CRD# 2496092) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 29 years of experience in the finance industry.
John Cox (CRD# 55861) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 38 years of experience in the finance industry.
John Cox Jr. (CRD# 2381930) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 26 years of experience in the finance industry.
Audrey Daum (CRD# 1861050) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 35 years of experience in the finance industry.